+476.6%
DINO vs FDS
+77.2%
+399.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.8% |
| 7D | +2.0% | -8.8% | +10.7% | +4.4% |
| 30D | +27.7% | -1.4% | +29.1% | +27.8% |
| 3M | +56.3% | +13.9% | +42.4% | +49.0% |
| 6M | +107.6% | +27.4% | +80.2% | +89.3% |
| YTD | +140.2% | -2.5% | +142.6% | +136.9% |
| 1Y | +113.0% | -23.8% | +136.8% | +127.5% |
| 3Y | +100.1% | -32.5% | +132.6% | +120.6% |
| 5Y | +328.7% | -23.2% | +351.9% | +336.7% |
| All | +476.6% | +77.2% | +399.4% | +280.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FDS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling